Heritage Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,548 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$507,603
-9.5%
6,709
-0.0%
0.03%
-6.7%
Q2 2023$560,771
+0.7%
6,711
+0.0%
0.03%
-3.2%
Q1 2023$557,115
-1.3%
6,709
-1.9%
0.03%
-6.1%
Q4 2022$564,328
+4.9%
6,842
+2.0%
0.03%
-15.4%
Q3 2022$538,000
-11.9%
6,7090.0%0.04%
-7.1%
Q2 2022$611,000
-25.4%
6,709
-11.2%
0.04%
-6.7%
Q1 2022$819,000
-6.6%
7,5560.0%0.04%
-6.2%
Q4 2021$877,000
-99.9%
7,556
+12.6%
0.05%
+14.3%
Q3 2021$682,842,000
-5.2%
6,709
-5.2%
0.04%
-4.5%
Q2 2021$720,043,000
+16.8%
7,074
+5.4%
0.04%
+18.9%
Q1 2021$616,289,000
+108020.9%
6,7090.0%0.04%
+2.8%
Q4 2020$570,000
-99.9%
6,7090.0%0.04%
-47.1%
Q3 2020$529,743,000
+0.4%
6,709
-1.4%
0.07%
-8.1%
Q2 2020$527,384,000
+12.5%
6,805
+1.4%
0.07%
-11.9%
Q1 2020$468,624,000
-24.7%
6,7090.0%0.08%
+2.4%
Q4 2019$622,528,000
+99504.5%
6,7090.0%0.08%
-10.9%
Q3 2019$625,0006,7090.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders